With growing frequency, we are hearing of corporate malfeasance, individual wrongdoing and just plain stupid behavior within the financial services industry.
A story from my early days in the industry well illustrates some of the dangers that clients may face when working with planners and advisors. When I first received my CFP designation after three years of hard work, I knew enough about retirement planning, insurance, investments and taxation to sound good, but I was uncomfortable giving complex advice to wealthy clients where large amounts of money were at stake.
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